Hera Massey, Cfp®, Ea Email and Phone Number
As a Certified Financial Planner™ and an Enrolled Agent, I have over 20 years of experience in finance, accounting, and marketing. I currently serve as the Principal CFO and Head of Marketing at MEDLCP, a company that provides medical life care planning services to attorneys. I also work as the Chief Financial Officer at Gulf Coast PainCare, a pain management medical practice in the Tampa Bay area. In both roles, I oversee the financial operations, strategy, and growth of the companies.In addition to my profession, I am also a passionate world traveler and food content creator. I run my own website, www.travoodie.com, where I share my experiences, insights, and tips on traveling and food. I have expertise in web design, SEO, and social media, and I enjoy connecting with diverse audiences and cultures. My mission is to inspire and empower people to explore the world and enjoy its cuisines. I value creativity, innovation, and collaboration, and I seek to bring these qualities to every project and team I work with. When I am not working or traveling, I enjoy community service projects and volunteering on boards. It’s common to find me at trending restaurants sharing some laughs with friends or at the beach with my family.
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Principal Cfo And Head Of MarketingMedlcp Nov 2023 - PresentPalm Harbor, Florida, United StatesWe serve attorneys with Medical Life Care Planning and Expert Witness services.Medical Cost ProjectionsLife Care PlansLife Care Plan Review and RebuttalMedical File ReviewIndependent Medical Evaluation Compulsory Medical EvaluationConsultingExpert Witness -
Chief Financial OfficerGulf Coast Paincare Nov 2023 - PresentPalm Harbor, Florida, United StatesWe provide pain management medical services in the Tampa Bay area. -
World Travel And Food Content CreatorÀ La Carte, Llc Dec 2017 - PresentMadeira Beach, Fl* Creator and Webmaster of www.travoodie.com
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Regional Sales LeadBrightside Sep 2022 - Nov 2023B2B Sales Development serving 2 regions: Northeast and West Coast -
Certified Financial Planner™ ProfessionalBrightside Apr 2022 - Sep 2022Financial Strategies for working families -
Wealth Management Consultant And PrincipalMassey Wealth And Financial Services Jan 2019 - Apr 2022MidwestB2B Wealth Advisory Consulting Services
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Financial Management ConsultantMassey Pain Management And Rehab, S.C. Apr 2014 - Dec 2017ChicagoB2B Financial Consulting Services
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Regional Sales SpecialistCharles Schwab Oct 2012 - Mar 2015ChicagoB2B RIA Custody Sales, Relationship Management with Schwab Advisor Services, Chicago Metro Team -
Business Development SpecialistCharles Schwab Feb 2011 - Feb 2012Orlando, Florida AreaB2B RIA Custody Sales, Business Development with Schwab Advisor Services serving 3 Regions: DC Metro, Florida, and Mid-Atlantic -
Financial AdvisorEdward Jones Feb 2008 - Jan 2011Winter Park, Fl -
Insurance AgentNew York Life Insurance Company Apr 2005 - Feb 2006Orlando, Florida Area -
Master General AgentAmerican Income Life Insurance Company Aug 2003 - Apr 2005Orlando, Florida AreaGrew and Managed sales agency by recruiting agents and growing sales
Hera Massey, Cfp®, Ea Education Details
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University Of Central FloridaManagement With Minor In Economics
Frequently Asked Questions about Hera Massey, Cfp®, Ea
What company does Hera Massey, Cfp®, Ea work for?
Hera Massey, Cfp®, Ea works for Medlcp
What is Hera Massey, Cfp®, Ea's role at the current company?
Hera Massey, Cfp®, Ea's current role is Fiscal Health | PainCare | Travel Enthusiast.
What schools did Hera Massey, Cfp®, Ea attend?
Hera Massey, Cfp®, Ea attended University Of Central Florida.
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